Q: Hi, I bought this stock (prev RUBI) a year ago and it's down almost 40% since then. Do you recommend that I hold or sell it? Thanks.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Digital turbine or Rubicon. Which has the better balance sheet and of the two, which one is a better buy or the faster growth and safer.
Q: Correct me if I am wrong, the above mentioned names operate in the same space. If so, which one would you suggest I add to my portfolio at this time. Or would you suggest positions in more than one.
Regards
Regards
Q: Your thoughts please on earnings from RUBI? As a small company with similarities to TTD they don't seem to be performing as well. What did you like or not like in their quarter? Are they well capitalized to weather the storm? Do you see upside from here for a speculative position in a TFSA and would you advise for or against a new 1/2 position.
Thanks!
Thanks!
Q: Good morning 5i,
Can you give the results some color?
TIA!
Can you give the results some color?
TIA!
- Meta Platforms Inc. (META)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Twitter Inc. (TWTR)
- Atlassian Corporation (TEAM)
- The Rubicon Project Inc. (RUBI)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- Yext Inc. (YEXT)
- Rapid7 Inc. (RPD)
- Guardant Health Inc. (GH)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi!
I believe 5i has correctly stated in the past that in a recovery the bigger, stronger names will bounce earlier and more powerfully than smaller and perhaps more speculative names. Companies like TTD and TEAM have either bounced or held up better than names like RUBI or YEXT which fits your comments. SHOP vs LSPD in Canada would be another example. My question is not about these names specifically but if you could please list 4-5 names in the USA space that are well capitalized (can survive) and undervalued (haven't bounced like you might have thought yet). I am not looking for value stocks but growth themed stocks that have been unfairly punished or neglected in the recovery.
Thanks so much!
I believe 5i has correctly stated in the past that in a recovery the bigger, stronger names will bounce earlier and more powerfully than smaller and perhaps more speculative names. Companies like TTD and TEAM have either bounced or held up better than names like RUBI or YEXT which fits your comments. SHOP vs LSPD in Canada would be another example. My question is not about these names specifically but if you could please list 4-5 names in the USA space that are well capitalized (can survive) and undervalued (haven't bounced like you might have thought yet). I am not looking for value stocks but growth themed stocks that have been unfairly punished or neglected in the recovery.
Thanks so much!
Q: I am down 60% on Rubicon, in this environment is there any chance that they would go out of business.
I thank you for your guidance in this panicked time.
Peter
I thank you for your guidance in this panicked time.
Peter
Q: Can you please explain how the businesses of TTD and RUBI are similar or different? I own TTD and would like your advice on whether RUBI is a good add at or below $8
Thanks!
Thanks!
Q: The Rubicon Proj. has a class action lawsuit against it by the shareholders of Telaria.
Is this going to drag the SP down, are these suits slow to resolve. Thoughts please
Is this going to drag the SP down, are these suits slow to resolve. Thoughts please
Q: Re Acuityads are you aware of any reason/news for the rising stock price today.
Thanks
John
Thanks
John
Q: I have neither Telaria or Rubicon Proj. but I would like to start a position. With the merger between them how would you play this? Buy both before the merger or buy one and why. What happens after the merger? Do you think the merger makes good sense ?
Thanks, Peter
Thanks, Peter
- The Rubicon Project Inc. (RUBI)
- Alteryx Inc. Class A (AYX)
- Cogent Communications Holdings Inc. (CCOI)
- Paysign Inc. (PAYS)
Q: Can you please recommend 5 US high risk growth stocks, small to mid cap?
Thanks
Thanks
Q: Is there anything going on with RUBI or do you think it is just end of year profit taking or tax loss selling for some.
Thanks
Thanks
- Boyd Group Income Fund (BYD.UN)
- Block Inc. Class A (SQ)
- Royal Nickel Corporation (RNX)
- The Rubicon Project Inc. (RUBI)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- WELL Health Technologies Corp. (WELL)
- Alteryx Inc. Class A (AYX)
- Guardant Health Inc. (GH)
- Digital Turbine Inc. (APPS)
Q: In my TFSA I have had a nice run with SQ and was thinking of selling it out and "starting over" with a couple or three of the above listed stocks that you have recently identified as having high potential ( with the same? amount of risk that came with buying SQ a couple of years back) What do you see as the pros and cons of such a move and if implemented which 2 or 3 would you chooses at this time?
Thanks,
Terry
Thanks,
Terry
- Royal Nickel Corporation (RNX)
- The Rubicon Project Inc. (RUBI)
- WELL Health Technologies Corp. (WELL)
- Digital Turbine Inc. (APPS)
Q: What are your top 5 (multi-bagger) growth stocks to buy right now (US or Canada)? Understanding that there is a high level of risk with each.
- Raytheon Company (RTN)
- The Rubicon Project Inc. (RUBI)
- The Trade Desk Inc. (TTD)
- Guardant Health Inc. (GH)
Q: Since starting to do more and more of my own investing I have found your advice incredibly profitable! Thank you. I follow the Canadian balanced portfolio and try to add in some US growth names. I am also diversified into ETFs. Right now I have cash for 2 new US positions. I want to add growth positions and have a long long time frame. Currently considering GH, RTN and RUBI. Do you still like all three at current prices? And which would you choose? Any other suggestions?
- NVIDIA Corporation (NVDA)
- Atlassian Corporation (TEAM)
- The Rubicon Project Inc. (RUBI)
- Real Matters Inc. (REAL)
- The Trade Desk Inc. (TTD)
- Marvell Technology Inc. (MRVL)
- WELL Health Technologies Corp. (WELL)
- Alteryx Inc. Class A (AYX)
- LivePerson Inc. (LPSN)
- Perficient Inc. (PRFT)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- L3Harris Technologies Inc. (LHX)
- Digital Turbine Inc. (APPS)
Q: Hi !
Being overweight in tech (holding those above roughly in equal amounts), could you indicate, in order, which one you would let go to create some cash ? I also hold the following ETFs: igv, vgt, iusg which may create some duplication.
Thanks as always,
Jacques, Île-des-Soeurs
Being overweight in tech (holding those above roughly in equal amounts), could you indicate, in order, which one you would let go to create some cash ? I also hold the following ETFs: igv, vgt, iusg which may create some duplication.
Thanks as always,
Jacques, Île-des-Soeurs
- The Rubicon Project Inc. (RUBI)
- Appian Corporation (APPN)
- Roku Inc. (ROKU)
- LivePerson Inc. (LPSN)
- Match Group Inc. (MTCH)
- Booz Allen Hamilton Holding Corporation (BAH)
Q: Believe it or not one of the key benefits of 5i is your amazing growth ideas in the US market. Although SHOP, LSPD, CSU have given me excellent returns to date your choices in the US market like AYX, TEAM, etc have been outstanding.
So my question today is, have you uncovered any other promising US gems that are growth oriented a la TEAM and AYX ,recently, that might not have been mentioned on this Q&A section as of yet.
If yes, Please share and thank you.
Sheldon
So my question today is, have you uncovered any other promising US gems that are growth oriented a la TEAM and AYX ,recently, that might not have been mentioned on this Q&A section as of yet.
If yes, Please share and thank you.
Sheldon
- The Rubicon Project Inc. (RUBI)
- Agilysys Inc. (AGYS)
- Five9 Inc. (FIVN)
- CrowdStrike Holdings Inc. (CRWD)
Q: Would you consider this is a good growth stock to add to a portfolio after the latest earnings? Revenue growth looks to be increasing faster, and guidance was increased. They have a good track record with beating earnings too. Can you add any insights on their management team?
I’m looking for my next TEAM, AYX, TTD, RPD all of which I own thanks to you! Any other tech suggestions in the US?
Thanks
I’m looking for my next TEAM, AYX, TTD, RPD all of which I own thanks to you! Any other tech suggestions in the US?
Thanks
Q: What do you think of Rubicon Project?